Its Not Harry – Comment and opinion for retail investors in the UK

Deep Dive – June 2025

A new investment opportunity, or snake oil salesmen? This month I want to offer a primer on the topic of what are loosely called ‘private equity’ and ‘private credit’. These terms describe rather generally forms of investment that do not fit easily within the framework of existing UK … more> about Deep Dive – June 2025

YAP – False optimism?

Markets in the developed world seems to have taken the announced pause on the Liberation Day tariffs as suggesting that the more market friendly component of Trump's acolytes has got the upper hand and the pro-tariff lobby has been banished to the broom cupboard (to paraphrase the FT). I think it … more> about YAP – False optimism?

YAP – sale of the century?

I recently watched a webinar from Columbia Threadneedle, the main purpose of which was to promote their UK Equity Income skills, a market segment where the firm has always had a decent reputation with advisers. Columbia is the US based owner but Threadneedle has been around right back into my … more> about YAP – sale of the century?

YAP – Snippets

Here are a few curiosities that have come my way in the last few days, in a condensed form and the selection based on my assessment as to their significance. I think we will be talking more on all these points in the future: … more> about YAP – Snippets

YAP – new video

I will publish a new informal 'at the whiteboard' style video talk at midday UK time today. There is a return to the Daly Telegraph Guide to Investing from the 1980s and some high-level guidance on the techniques of portfolio diversification. … more> about YAP – new video